CSIA
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Conrad Siegel Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.68M Sell
53,324
-1,794
-3% -$90.2K 0.6% 17
2025
Q1
$2.75M Sell
55,118
-16,857
-23% -$841K 0.71% 14
2024
Q4
$3.49M Buy
71,975
+1,027
+1% +$49.7K 0.94% 12
2024
Q3
$3.5M Buy
70,948
+569
+0.8% +$28.1K 0.94% 12
2024
Q2
$3.42M Sell
70,379
-157
-0.2% -$7.62K 0.99% 12
2024
Q1
$3.38M Buy
70,536
+2,205
+3% +$106K 0.99% 12
2023
Q4
$3.25M Buy
+68,331
New +$3.25M 1.48% 7